AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.51B
AUM Growth
-$582M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,760
New
Increased
Reduced
Closed

Top Buys

1
+$25.2M
2
+$7.5M
3
+$5.93M
4
FBIN icon
Fortune Brands Innovations
FBIN
+$5.84M
5
APG icon
APi Group
APG
+$5.63M

Top Sells

1
+$14.7M
2
+$13.5M
3
+$9.34M
4
DIS icon
Walt Disney
DIS
+$8M
5
BBBY
Bed Bath & Beyond Inc
BBBY
+$7.84M

Sector Composition

1 Industrials 16.99%
2 Technology 10.97%
3 Consumer Discretionary 10.91%
4 Financials 10.77%
5 Healthcare 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1151
$42K ﹤0.01%
253
1152
$42K ﹤0.01%
1,448
1153
$42K ﹤0.01%
223
+3
1154
$42K ﹤0.01%
288
1155
$42K ﹤0.01%
11,882
+336
1156
$41K ﹤0.01%
4,108
-4,492
1157
$41K ﹤0.01%
914
1158
$41K ﹤0.01%
1,303
1159
$41K ﹤0.01%
243
1160
$41K ﹤0.01%
1,620
1161
$40K ﹤0.01%
883
-217
1162
$40K ﹤0.01%
2,115
1163
$40K ﹤0.01%
4,123
1164
$39K ﹤0.01%
556
1165
$39K ﹤0.01%
3,935
1166
$39K ﹤0.01%
800
1167
$39K ﹤0.01%
1,118
-2,591
1168
$39K ﹤0.01%
392
+1
1169
$39K ﹤0.01%
4,000
1170
$39K ﹤0.01%
4,000
-1,700
1171
$38K ﹤0.01%
712
1172
$38K ﹤0.01%
630
1173
$38K ﹤0.01%
771
1174
$38K ﹤0.01%
430
1175
$38K ﹤0.01%
3,825
+207
45 46
47
48 49